Q2 FY2026 EarningsQ2 FY26 significantly outperformed consensus expectations across all major metrics: revenue reached $43.2M vs. $29.4M expected (+46.9% beat), and gross margin expanded to 64.0% vs. 42.0% consensus (+22.0pct). The top-line surge was driven by the Drones segment and a record backlog of $163M, while profitability turned positive with operating income of $1.7M vs. a forecasted loss of $9.9M. FY26 revenue growth guidance of 15% to 25% was reiterated, supported by strong visibility into defense contract conversions.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: AIRO(AIRO) the Revenue is 43.18 M (+75.88%), Beat estimate;the EBIT is 1.654 M (+108.4%), Beat estimate;the EPS is -0.06 (-120%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.04B75.88%
0.03B19.75%
+0.01B56.13%
EBITExceed expectations
0.00B108.40%
-0.01B49.72%
+0.01B58.68%
EPSExceed expectations
-0.06120.00%
-0.32206.67%
+0.260086.67%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf